Money Mentor for Enterprising Women Pamela Plick CFP, CDFA
My MONEY POWER journey began over 30 years ago. Despite having a great job, like so many other women, I found myself in an uncertain and scary place after my divorce with a young child to care for.
This is when I realized it was time for me to learn how to take better control and care of my financial future, my life and my family’s life.
Although I was a saver, I really didn’t know how to build wealth.
Early in my career, with the common misconception that I couldn’t afford it, I did not initially contribute to my company’s 401(k) plan.
A caring manager advised me that by not contributing I was giving away free money. This advice resonated with me and would become the foundation for my approach to financial planning and education.
Inspired by this, I begin to contribute to the company 401(k) plan.
THIS ignited and fueled my sincere curiosity on how to build financial security. So I started to immerse myself in learning everything I could about financial planning, investing, and building financial security.
After my undergraduate degree in business administration, with a major in finance and a minor in accounting, my advanced education led me to become a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner, and eventually a Certified Money Coach (CMC)® to then start my firm.
I established my firm to fulfill my commitment to educate women on how to become more financially intelligent and confident while creating a healthier and more empowered relationship with money!
My mission and passion to empower women with financial education has led me down a journey of fulfillment I could never have imagined.
Replacing a woman’s financial fear with her new found MONEY POWER equips her with how to create a life with greater financial intelligence, confidence, security, joy and peace. As she leads by example, she will teach and empower those she loves around her how to do the same.
She can now help change the financial trajectory of future generations!
MONEY MENTOR FOR WOMEN
Known as the “Money Mentor for Women,” I specialize in helping women find their money power: providing the education, strategies and tools to grow financial confidence, security and freedom.
What I have learned in over 25 years of experience in the financial services industry is that women have unique financial planning and investment needs and are underserved by most professional advisors.
I believe education is key to women achieving their long term financial goals. My passion is empowering, educating and engaging my clients around their money.
Women are at greater risk than men to be ill-prepared for retirement. In general, we live longer, our careers are often interrupted to care for family concerns, and we tend to be more conservative about investing.
The typical client that I serve is a goal-oriented, purpose-driven, professional or entrepreneurial woman who wants to build financial independence so she can better focus on bringing her gifts into the world in ways for them to have the greatest impact.
My primary services include:
Money Power Coaching and Mentoring for Women
Women who join my Money Power Coaching and Mentoring programs want to gain clarity around their money patterns and behavior.
They desire to transform their relationship with money so they can rise to their money power by overcoming limiting beliefs, challenges and self-sabotaging related to their work, money and purpose.
Through my proprietary four step core money coaching process, my clients become more self-aware, create greater financial balance and transform their personal relationship with money by becoming confident and ready to take inspired action.
Financial Planning and Wealth Management
Whether Financial Planning clients need comprehensive advice or advice focused on meeting a single important challenge, I walk them through the financial planning process so that they feel confident in their decisions.
My process consists of identifying their goals, gathering and reviewing their financial data, and designing and implementing a plan to help build, manage and preserve their wealth.
Through my services, I offer women a unique insight into the particular issues that concern them.
For some, I act as an educator-for others, a coach or mentor. For all of my clients, I am a trusted partner that empowers them to take control of their financial future.
DO YOU WISH TO:
- Become more financially self-aware?
- Create greater financial balance?
- Transform your relationship with money in confidence?
- Inspire and empower yourself to take action?
If so, my #1 Amazon Best Seller ‘Rise to Your Money Power’ is the book for you!
My book provides you with a step-by-step process to lay the foundation for transforming your relationship with money. Replace self-sabotaging beliefs and habits with intelligence and confidence to grow your money, purpose and impact!
MONEY POWER COACHING MENTORING PROGRAMS
Did you know that your personal relationship with money directly impacts your personal, your professional life and your health in life?
Does this sound like you?
- You feel you are not good with money.
- You are making someone else responsible for your financial future.
- You put other people’s needs ahead of your own.
- You procrastinate on making financial decisions.
- You feel overwhelmed or confused about your finances.
- You make a good income, but can’t seem to get your finances in order.
- You don’t feel comfortable charging what you’re worth because you feel you may lose customers.
If so, I would love to talk with you about how I can help you to become more self-aware, create greater financial balance, and transform your personal relationship with money by becoming more confident and ready to take inspired action.
We don’t often realize that most of our beliefs about money can be traced back to our childhood. If we have limiting beliefs about money, it can hold us back from achieving the life we desire.
My MONEY POWER Mentoring and Coaching Individual and Group Programs guide you to a deeper understanding of the unconscious behaviors, patterns and beliefs which create stress, anxiety, fear which prevent you from creating the life you deserve and desire.
Are you ready to better understand your money beliefs and to find out which money voices are driving your financial car?
If so, I invite you to take my Free Money Type Quiz
Financial planning is not just for the wealthy. You are working hard to earn your money, so shouldn't you plan and invest wisely so your financial security can be enjoyed for generations to come? With the right support, it isn't scary or hard. Now is the time for you to get started, take control, and finally become the CFO of your life! Connect with me here so we can get to know each other better, and work together to help you gain the financial confidence and peace of mind that you deserve.
It is completely confidential and takes less than five minutes to complete. Then schedule a complimentary Money Power Strategy Session with me to determine how we can work together.
DID YOU KNOW...
NOT JUST FOR THE WEALTHY
Financial planning is not just for the wealthy. You are working hard to earn your money, so shouldn’t you plan and invest wisely so your financial security can be enjoyed for generations to come?
NOT SCARY OR HARD
With the right support, it isn’t scary or hard. Now is the time for you to get started, take control, and finally become the CFO of your life!
THE TIME IS NOW
It’s time for you to feel more confident when making important financial decisions that affect you and your family. It’s time for you to know that you are maximizing your resources, and making your money work for you.
SOMEONE YOU TRUST
If you choose to work with a financial professional, it is important to work with an advisor you trust and who truly understands you, your goals, and your situation.
WHO PUTS YOU FIRST
You not only want to work with someone who is competent and ethical, but who also puts your needs first. It is also important to understand what type of financial advice they provide.
Are they willing to take a comprehensive approach to your financial situation?
CERTIFIED FINANCIAL PLANNER
Working with a Certified Financial Planner™ professional is beneficial. A CFP® professional is dedicated to using the financial planning process to serve your financial needs. Not everyone needs a comprehensive financial plan, but everyone can benefit from the process.
CONNECT WITH ME
Connect with me here so we can get to know each other better, and explore how we can work together to help you gain the financial confidence and peace of mind that you deserve.
It’s time for you to develop and implement a plan and a process to measure whether or not you are on track to meet your long-term financial goals. It’s time to eliminate that feeling of frustration that no matter what you do, you just can’t seem to get your finances in order.
Pamela Plick is a registered investment adviser with her principal place of business in the State of California. The material on this and her website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as Pamela Plick’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.